Karani Asset Management as of Sept. 30, 2022
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 41 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Regeneron Pharmaceuticals (REGN) | 6.9 | $6.8M | 9.9k | 688.87 | |
| Hubspot (HUBS) | 5.8 | $5.7M | 21k | 270.12 | |
| Cadence Design Systems (CDNS) | 5.5 | $5.5M | 33k | 163.44 | |
| Rli (RLI) | 5.5 | $5.4M | 53k | 102.39 | |
| Costco Wholesale Corporation (COST) | 5.3 | $5.2M | 11k | 472.31 | |
| Deere & Company (DE) | 5.1 | $5.1M | 15k | 333.86 | |
| Novo Nordisk A S Adr (NVO) | 4.3 | $4.2M | 43k | 99.62 | |
| Apple (AAPL) | 4.2 | $4.2M | 30k | 138.20 | |
| Tesla Motors (TSLA) | 4.2 | $4.1M | 16k | 265.25 | |
| Texas Instruments Incorporated (TXN) | 4.2 | $4.1M | 27k | 154.77 | |
| Trupanion (TRUP) | 4.1 | $4.1M | 68k | 59.43 | |
| Alnylam Pharmaceuticals (ALNY) | 4.1 | $4.0M | 20k | 200.14 | |
| NVIDIA Corporation (NVDA) | 3.5 | $3.5M | 29k | 121.38 | |
| Intuit (INTU) | 3.4 | $3.4M | 8.7k | 387.35 | |
| Kkr & Co (KKR) | 3.3 | $3.3M | 76k | 43.01 | |
| First Republic Bank/san F (FRCB) | 3.3 | $3.2M | 25k | 130.53 | |
| Asana Cl A (ASAN) | 3.0 | $2.9M | 132k | 22.23 | |
| Markel Corporation (MKL) | 3.0 | $2.9M | 2.7k | 1084.32 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $2.9M | 11k | 275.18 | |
| Procore Technologies (PCOR) | 2.7 | $2.6M | 53k | 49.48 | |
| Pulte (PHM) | 1.7 | $1.7M | 45k | 37.51 | |
| EOG Resources (EOG) | 1.6 | $1.5M | 14k | 111.71 | |
| Twilio Cl A (TWLO) | 1.5 | $1.5M | 22k | 69.15 | |
| Sprout Social Com Cl A (SPT) | 1.4 | $1.4M | 23k | 60.69 | |
| salesforce (CRM) | 1.2 | $1.2M | 8.5k | 143.87 | |
| Palantir Technologies Cl A (PLTR) | 1.1 | $1.0M | 128k | 8.13 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.0M | 4.4k | 232.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $983k | 10k | 95.66 | |
| Atlassian Corp Cl A | 1.0 | $961k | 4.6k | 210.61 | |
| Gitlab Class A Com (GTLB) | 0.9 | $869k | 17k | 51.20 | |
| Servicenow (NOW) | 0.8 | $805k | 2.1k | 377.58 | |
| Snowflake Cl A (SNOW) | 0.4 | $423k | 2.5k | 169.88 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $383k | 3.6k | 105.08 | |
| Box Cl A (BOX) | 0.3 | $339k | 14k | 24.39 | |
| BlackRock (BLK) | 0.3 | $332k | 604.00 | 549.67 | |
| Mongodb Cl A (MDB) | 0.2 | $244k | 1.2k | 198.86 | |
| Zscaler Incorporated (ZS) | 0.2 | $197k | 1.2k | 164.03 | |
| Pagerduty (PD) | 0.2 | $162k | 7.0k | 23.08 | |
| Trimas Corp Com New (TRS) | 0.2 | $150k | 6.0k | 25.00 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $130k | 1.8k | 73.40 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $62k | 715.00 | 86.71 |
